All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SCHD,DGRO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2014-06-12? to Thu 2025-08-14 YTD
Return
TRR
Price
SCHD
×
−0.47%
2025-08-14
3.539 TRR
2025-08-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+6.46%
2025-08-14
2.559 TRR
2025-08-14
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Thu 2025-08-14 Overall
Return
Exponential
Trendline
SCHD
×
+128.79%
+7.69%/yr
+8.62%/yr
(R2=0.913)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+155.91%
+8.77%/yr
+8.63%/yr
(R2=0.929)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Thu 2025-08-14 Start
Value
End
Value
SCHD
×
$10,000.00
2014-06-12
$22,878.66
2025-08-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$25,591.19
2025-08-14
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD DGRO
2025 (YTD) −0.47% +6.46%
2024 +8.53% +13.36%
2023 +1.16% +6.87%
2022 −9.15% −13.49%
2021 +21.32% +18.32%
2020 +13.50% +8.03%
2019 +24.46% +26.95%
2018 −7.32% −4.19%
2017 +18.36% +20.44%
2016 +14.10% +12.85%
2015 −1.08% −1.40%
2014 +10.85% +10.09%
2013 +30.94%
2012 +9.50%
2011 +5.72%

Drawdowns

Thu 2014-06-12? to Thu 2025-08-14 Current
Drawdown
Worst
Drawdown
SCHD
×
−7.10% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
−0.14% −35.11%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund